Wall Street favors Autodesk (ADSK) and Nextracker (NXT) for their strong growth and financial health, while cautioning against Jamf (JAMF) due to underperformance. ADSK boasts 14.7% billings growth and a 92% gross margin, while NXT has a 56.1% backlog growth and improved free cash flow. JAMF faces slower growth and poor expense management.
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